Just a quick note to anyone who was in my session and can’t find the powerpoint deck, it is located here: http://www.crmugsummit.com/viewdocument/getting-started-using-dynamics-crm?CommunityKey=be70044c-38dc-44fc-970c-e29f66a41b0f&tab=librarydocuments Note that you will need to have a CRMUG Summit site login. If you have having trouble with the link, please let me know. There are a lot of hidden slides with my… Continue reading CRMUG Session PowerPoint
365UG Summit
Approaching the halfway mark of my first CRMUG Summit. I have been to a dozen of Microsoft and other related conferences, and this one is turning out to be one of the best. Part of the excitement was the official announcement of Dynamics 365. I think it might take me a while to start referring… Continue reading 365UG Summit
CRMUG Summit
This week I will be travelling to Tampa, Florida to participate in the annual CRMUG Summit. This will be my first time attending this event and I am really looking forward to it. If you are involved with using, developing or administering Dynamics CRM, and you are not doing anything else this week and happen to be… Continue reading CRMUG Summit
Setting Up CRM Online Portals (v8)
In a previous post, I walked through how to setup the “self hosted” version of Adxstudio Portals (v7). This would be your only option currently for an on-premise version of Dynamics CRM. If you use Dynamics CRM Online, you have the choice of a “self hosted” version (Adxstudio Portals) or to subscribe to CRM Online… Continue reading Setting Up CRM Online Portals (v8)
Setting Up Adxstudio Portals (v7)
If you are using Dynamics CRM Online and want to deploy a (Microsoft) portal solution, you have 2 options, one is to subscribe to the CRM Online Portals add-on (v8) or you can implement and manage the hosting of Adxstudio Portals by Microsoft (v7). If you currently use Microsoft Dynamics CRM onpremise you currently only have the… Continue reading Setting Up Adxstudio Portals (v7)
Add Existing Contact Revisited
One of the features that went missing in Dynamics CRM 2013 SP1 was the “Add Existing Contact” button on the associated view of contacts on an Account form. The feature allowed users to associated an already existing contact in the system to the account they were viewing. This was an alternative to locating a particular contact… Continue reading Add Existing Contact Revisited
Diagnosing Error Messages on CRM OnPremise
Nothing is more frustrating then seeing a vague generic error message like “An error has occurred, please contact your System Administrator” As if the System Administrator can tell from that very message exactly what the problem is! For Dynamics CRM, there are a couple of methods to determine exactly what the issue may be. There… Continue reading Diagnosing Error Messages on CRM OnPremise
Issue installing CRM 2016 for Outlook on Windows 10
A while back one of my customers reported getting an issue installing CRM 2016 for Outlook on a Windows 10 machine. They were getting an error message that the installation has failed due to the fact that the version of Internet Explorer was an earlier version that Internet Explorer 8! From my initial research, this appeared… Continue reading Issue installing CRM 2016 for Outlook on Windows 10
Don’t Google ‘Google’ and don’t name a CRM org “Portals”
I am putting together a fresh development virtual machine image running CRM 2016 for my developer team. I also wanted to install and configure ADXStudio Portals as we are planning more projects using this technology. I setup Dynamics CRM 2016 and named my default organization “TEST”. Brought up CRM with no issues. I decided to… Continue reading Don’t Google ‘Google’ and don’t name a CRM org “Portals”
ReadyXRM 